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Mark Finney

@Mccarthy & Cox

Latest period2024 - Q4ReportedManaged Assets$288.156MTotal holdings63
Assets growth rate10.45%Assets growth rate (2-Q avg)5.3%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mccarthy & Cox's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Mccarthy & Cox over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 288.156M in assets, with a quarterly growth rate of 10.45% and a 2-quarter average growth rate of 5.3%. The portfolio is managed by Mark Finney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSSCGoldman Sachs Etf Tr
Recent Activity
Increased 1.31%
3.31%
$9.516M
137,649 shares@ $69.14 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -28.8%
3.09%
$8.885M
430,256 shares@ $20.66 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -41%
3.05%
$8.77M
451,382 shares@ $19.44 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
3.02%
$8.69M
171,359 shares@ $50.71 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
2.94%
$8.462M
343,269 shares@ $24.66 avg price
FAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.27%
2.45%
$7.041M
170,518 shares@ $41.29 avg price
FOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 5.22%
2.14%
$6.155M
144,387 shares@ $42.64 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.52%
2.12%
$6.101M
132,916 shares@ $45.91 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.42%
1.84%
$5.286M
106,209 shares@ $49.78 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.73%
1.82%
$5.22M
114,227 shares@ $45.7 avg price